MCM
Marathon Capital Management Portfolio holdings
AUM
$393M
This Quarter Return
-7.25%
1 Year Return
+6.31%
3 Year Return
+36.89%
5 Year Return
+99.97%
10 Year Return
+282.92%
AUM
$348M
AUM Growth
+$348M
(-18%)
Cap. Flow
-$33.9M
Cap. Flow
% of AUM
-9.72%
Top 10 Holdings %
Top 10 Hldgs %
55.52%
Holding
173
New
7
Increased
39
Reduced
38
Closed
80
Top Buys
| 1 |
Fidelity National Financial
FNF
|
$5.94M |
| 2 |
B
Barrick Mining Corporation
B
|
$4.21M |
| 3 |
SPDR Gold Trust
GLD
|
$2.82M |
| 4 |
Stratasys
SSYS
|
$1.46M |
| 5 |
Identive
INVE
|
$1.4M |
Top Sells
| 1 |
CVS Health
CVS
|
$4.53M |
| 2 |
Amazon
AMZN
|
$2.02M |
| 3 |
AVID
Avid Technology Inc
AVID
|
$1.85M |
| 4 |
Honeywell
HON
|
$1.71M |
| 5 |
Enphase Energy
ENPH
|
$1.64M |
Sector Composition
| 1 | Financials | 47.58% |
| 2 | Technology | 16.48% |
| 3 | Industrials | 11.16% |
| 4 | Healthcare | 10.09% |
| 5 | Energy | 4.2% |
